Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 2,039 institutions that hold shares in the stock, with a total of 310 Million shares, which have been reported (via 13F filing form) to have a value of $40.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jul 10, 2025 Q2 2025 |
13,271
shares
|
$1.74 Million
0.82% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Aug 04, 2025 Q2 2025 |
13,265
shares
|
$1.74 Million
0.19% of portfolio
|
Q2 2025
Added 12.04%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
13,202
shares
|
$1.74 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Carret Asset Management, LLC
|
Aug 04, 2025 Q2 2025 |
13,124
shares
|
$1.72 Million
0.17% of portfolio
|
Q2 2025
Reduced 8.47%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
13,124
shares
|
$1.72 Million
0.85% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
13,116
shares
|
$1.72 Million
0.03% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
M&G PLC
London, X0 |
Aug 08, 2025 Q2 2025 |
13,103
shares
|
$1.72 Million
0.01% of portfolio
|
Q2 2025
Reduced 40.85%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Jul 29, 2025 Q2 2025 |
13,087
shares
|
$1.72 Million
0.96% of portfolio
|
Q2 2025
Added 9.85%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Aug 12, 2025 Q2 2025 |
12,998
shares
|
$1.71 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
12,989
shares
|
$1.71 Million
0.0% of portfolio
|
Q2 2025
Reduced 26.85%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Aug 04, 2025 Q2 2025 |
12,941
shares
|
$1.7 Million
1.73% of portfolio
|
Q2 2025
Reduced 12.25%
|
|
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
Jul 29, 2025 Q2 2025 |
12,874
shares
|
$1.69 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Spears Abacus Advisors LLC
|
Aug 14, 2025 Q2 2025 |
12,765
shares
|
$1.68 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Jul 01, 2025 Q2 2025 |
12,698
shares
|
$1.67 Million
0.32% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
12,673
shares
|
$1.67 Million
0.04% of portfolio
|
Q3 2022
Added 5.3%
|
|
|
Ar Asset Management Inc
|
Aug 05, 2025 Q2 2025 |
12,600
shares
|
$1.66 Million
0.33% of portfolio
|
Q3 2021
Added 31.25%
|
|
|
Centiva Capital, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
12,570
shares
|
$1.65 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
12,566
shares
|
$1.65 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.38%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Aug 05, 2025 Q2 2025 |
12,545
shares
|
$1.65 Million
0.98% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
12,531
shares
|
$1.65 Million
0.09% of portfolio
|
Q2 2025
Added 30.07%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
12,459
shares
|
$1.64 Million
0.11% of portfolio
|
Q2 2025
Reduced 37.16%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
12,402
shares
|
$1.63 Million
0.03% of portfolio
|
Q2 2025
Reduced 29.43%
|
|
|
Convergence Investment Partners, LLC
|
Aug 01, 2025 Q2 2025 |
12,290
shares
|
$1.62 Million
0.39% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
12,267
shares
|
$1.61 Million
0.02% of portfolio
|
Q2 2025
Added 5.38%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Aug 12, 2025 Q2 2025 |
12,256
shares
|
$1.61 Million
0.04% of portfolio
|
Q2 2025
Reduced 29.36%
|